Integrating Zoho Campaigns account with SalesIQ
Overview
You can now integrate Zoho Campaigns with SalesIQ, and trace the actions of the visitor visiting your website via email campaigns. The Marketing campaigns sent via Zoho Campaigns can be tracked, and all the activities of the visitor will be reported in your SalesIQ dashboard. Also, your users can gain knowledge about the email campaigns sent to the particular visitor when they visit your website which makes the sales/support process, even more, easier. You can add chat signatures to your email campaign and get live chat into your SalesIQ dashboard.
How to integrate Zoho Campaigns with your SalesIQ?
To integrate Zoho Campaigns with SalesIQ,
- From your Home Page, navigate to Settings > Developers > Integrations and then choose Zoho Campaigns from the list.
- Click the Enable button.
- If you are an administrator of more than one Zoho Campaign account, a pop-up appears. Select the Campaigns account you want to integrate with, and click Ok.
- Once you have integrated successfully, you can view the name of the administrator who integrated the Campaigns with SalesIQ and the Campaigns Org ID in the Connect with Zoho Campaigns Account section.
Note:
- You can now enable the Zoho Campaigns integration only using the OAuth (Previously, if you have used ZSC key to integrate the account, then you can continue to use the same.)
- You can integrate your account with SalesIQ only if you hold Administrator privilege in Zoho Campaigns.
- The Zoho Campaigns data displayed inside Zoho SalesIQ differ from one account to the other. The data each person contains in their specific campaign account will be displayed on each of their SalesIQ accounts.
- If a person with Campaigns Administrator privilege doesn't contain any data in their Zoho Campaigns account, then other campaign administrator data will be displayed on their SalesIQ account.
- If a person with Campaign Manager privilege doesn't contain any data, then no data will be displayed on their SalesIQ account. But, if their account is moved to a higher role (i.e., as Campaign Administrator.) then they can view all the data available in other administrator account.
How to change to your desired Zoho Campaigns account?
To change the Campaigns account integrated with your SalesIQ portal
- From the Home Page, navigate to Settings > Developers > Integrations > Zoho Campaigns.
- Click Change.
- A pop-up appears. Remember that clicking on Delete will remove all the data synced or transferred during the integration, and you can choose any Zoho Campaigns account you wish to integrate with.
Note: The data in the Zoho Campaigns account will remain unaffected.
Mapping fields and auto-pushing data from SalesIQ to Zoho Campaigns
In Campaign Configurations, you can choose the fields to push data automatically from SalesIQ to Zoho Campaigns. By default, the Visitor name & Email fields from SalesIQ will be mapped to Last Name & Contact Email fields respectively on Zoho Campaigns.
- Other than these fields, you can choose five more fields to be mapped. Choose the field you would like to map in SalesIQ from the drop-down under "SalesIQ Fields".
- Then, choose the parallel field for the same from the "Campaign Fields" drop-down to be reflected in Zoho Campaigns.
- Now, the data fetched by SalesIQ will be pushed to the selected fields in Zoho Campaigns. You can also disable or remove the added fields using the "Disable" and "Delete" buttons.
How to view Zoho Campaign details in the SalesIQ dashboard?
You have the option choose the departments that will be able to view Zoho Campaign details on SalesIQ Dashboard. For this, on the Zoho Campaigns Integration Page, select SalesIQ Configuration.
- If you wish to show the campaign details to all the Users irrespective of departments, then you can choose "All" option in Campaign details can be viewed by section.
- To allow only specific departments to view the campaign details, choose the "Selected Departments" option. Click on the search bar and choose the required departments. Now, only the users of the chosen departments can view the Campaign Details on the Zoho SalesIQ dashboard.
- A search option will appear, click on the search bar. The departments available will auto-populate in the drop-down, Choose the departments. Now, the users of the chosen department can only view the Campaign Details in Zoho SalesIQ dashboard.
- You can delete the chosen departments by clicking on the "Remove" button.
How to enable the newsletter subscription option in the chat window?
- Navigate to Settings > Personalize > Brands > Brand name > Flow Controls.
- In the Fields section, click on Add Field.
- Drag and drop the Newsletter Subscription field.
- In the Field properties, under "Field name to be displayed in the pre-chat window", enter the text you would like to display to your website visitors in the chat window.
- Then, choose a mailing list from the drop down and click Save.
- Now, the visitors who access the chat widget on your website will be able to view the Newsletter subscription option in the pre-chat survey window.
Campaign details displayed in SalesIQ dashboard
You can view the sent campaign particulars of the visitor in three different places:
Campaign status displayed in the proactive chat window
You can view the status (Opened, Unopened, Clicked, Forwarded, Bounced, Unsubscribed) of the last three campaigns sent to the visitor in the proactive chat window.
Campaign Info displayed in the ongoing chat window/chat history
You can view the list of last five campaigns sent to the visitor in the ongoing chat window/chat history under the Sent Campaign info section.
You can click on the Campaign name to view the entire campaign content.
Campaign info displayed in visitor history
You can view the Last campaign sent to the visitor in the visitor history section. You can click on the Campaign name to see the campaign content.
How to score the website visitors based on the email campaigns?
You can now score the visitors visiting your website from the specific email campaigns sent via Zoho Campaigns.
- Go to Settings > Automate > Lead Scoring and click Add.
- Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name.
- Define a criteria for your condition.
- Now select the points you would like to award for the specific rule. Then, click on the Done.
- Now when each time the visitor visits your website from the specified email campaign, points will be added/reduced to the visitor's score based on the rule that was set.
How to prioritize the website visitors in the tracking rings based on the email campaigns sent via Zoho Campaigns?
You can prioritize the website visitors on your tracking rings based on their email campaign.
To customize the rings view,
- In the Live Visitor's view, click on Customize on the top right and then click on Add.
- Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name.
- Define a "criteria" for your conditions. Specify conditions and criteria for all four rings.
- Finally, Click on Save.
- Give a name to this rule and choose this Custom view for your SalesIQ dashboard. Now, the visitors visiting your website from the email campaign will be prioritized in the specified tracking rings.
How to filter the website visitors in visitor history based on the email campaigns sent via Zoho Campaigns?
You can apply a filter to list the visitors who visited your website from a specific email campaign. This can be done for Leads, Contacts and Companies in the Visitors Module.
- In the SalesIQ dashboard, navigate to Visitors and then click on the Leads.
- On the top right, click on the Create a List option and the 'Create a lead view' window will open.
- Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name. Define a criteria for your condition.
- Then, provide a name for your list and click the Save button.
- Now, the visitors visiting the website via the specified email campaign will be listed in a separate column.
How to set chat triggers to the website visitors from a specific email campaign?
You can set a special trigger to the visitors visiting your website from the email campaigns you have sent.
- Navigate to Settings > Automate > Triggers > Add.
- Choose the brand for which you want to set the rule.
- Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name. Then, define a criteria for your trigger.
- In the “When would you like to trigger the website visitor?” section, select an option - on the landing page or while accessing any page on the website.
- Choose the type of action you would like your trigger to perform in the “Custom Trigger” section.
- Finally, set the time after which you would like to perform the action in the “after” text box.
Now when the visitor visits your website from the specified email campaign, then the action you have set (open chat window) will be triggered
How to automate the process of adding the leaving website visitors to the email campaign list?
With the "Add to mailing list" option, you can add the visitors directly to the campaign email list when they leave your website.
- Navigate to Settings > Automate > Triggers and click Add.
- Choose the brand for which you want to set the rule.
- Choose the audience.
- In the When would you like to trigger the visitor section, Choose Leaves my website.
- Choose Add to Campaigns Mailing List option as the trigger type.
- Then, you need to select your channel. You can either :
- Add visitors to an existing list or
- Create new list.
- You can select from the existing campaigns drop-down if you want to add visitors to an existing list.
- If you want to create a new list, you can click the Create new list option to generate a new list, then enter a name for the new mailing list in the text box, and set a periodic interval - weekly or monthly, and then click on Create to create the mailing list. Then, click on Next.
- Give your rule a name and click Launch. If the condition and criteria of the visitor match then the visitor will be added to the email campaign list when they leave your website.
How to identify the source of the Zoho campaign?
To identify the source of the Campaign, you need to:
- Add the UTM variables while scheduling the email campaign.
- Now, when the visitor lands on your website by accessing the email campaign link, Zoho SalesIQ detects details like the Campaign Source, Campaign Name, and Campaign Medium and records it automatically inside the Leads module of your Zoho CRM.
Note:
Campaign Name and Campaign Source are default fields inside the Leads module. Campaign Medium has to be added as a custom field.
How to identify the website visitor's name and email id referred from Zoho campaigns?
To identify the name of the visitor who is landing on your website from the campaigns, you need to add the SalesIQ parameter after the backlinks (which directs the customer to your website) in the campaign emails.
SalesIQ Params to be included after the callback links:
- ?zc_cid=$[CONTACTID]$
Example:
Note:
In case the URL contains a question mark (?) as its suffix then you need to include the backlink preceded by an ampersand (&) symbol. If not, then include the backlink preceded by the question mark (?) as shown below. Also, ensure that you have embedded the SalesIQ code into your website source file to start tracking.
How to categorize website visitors based on Campaign UTM variables?
SalesIQ allows the users to modify and set their conditions based on campaign UTM variables for prioritizing the visitors in their dashboard.
- In the Live Visitor's view, click on Customize on the top right. and then click on Add.
- Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name.
- Define a "criteria" for your conditions. Specify conditions and criteria for all four rings.
- Finally, Click on Save.
- Give a name to this rule and choose this Custom view for your SalesIQ dashboard. Now, the visitors visiting your website from the email campaign will be prioritized in the specified tracking rings.
How to initiate chat triggers based on Campaign UTM variables?
To automate proactive chat triggers, or to set up an action for your chat widget in the website conditions based on campaign UTM variables, do the following:
- Navigate to Settings > Automate > Triggers > Add.
- Choose the brand for which you want to set the rule.
- Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name. Then, define a criteria for your trigger.
- In the “When would you like to trigger the website visitor?” section, select an option - on the landing page or while accessing any page on the website.
- Choose the type of action you would like your We trigger to perform in the “Custom Trigger” section.
- Finally, set the time after which you would like to perform the action in the “after” text box.
Now when the visitor visits your website from the specified email campaign, then the action you have set (open chat window) will be triggered.
How to route visitors to your operators based on the Campaign UTM variables?
- Navigate to Settings > Automate > Visitor Routing.
- Click on the "Add" to set your required filters.
- Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name. Then, define a criteria for your condition.
- Under Visitor routing options, select "Route to Selected Operators".
- Add your preferred operators using the search bar or simply select the operators from the list. Then, click on Next.
- To remove the added agents, hover over the agents and click "x" symbol.
- Give a name to your Routing Rule and then click on "Launch".
Is it possible to make the chat button clickable in my campaign emails?
Yes, it is possible. Zoho SalesIQ is well equipped that you can add a chat button in your campaign emails and get chats directed into your SalesIQ. To know more about Signature Chat, click here.
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